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Advisor Tech Talk (Week of 9/25/23)
Football is last week’s news: Conference season is upon us!
In this week’s advisor technology headlines, we have a bevy of conference...
Top 5 VC Deals of the Week in Fintech (9/25/23)
On Top Of The World
"I've tried to cut these cornersTry to take the easy way outI kept on falling short of...
INTELLIGENCE FOR GROWTH: Yes, Algorithms Can Teach Financial Firms More About People
Personalization can be key to helping wealth management clients weather volatility—but it’s easier for some than others. But how do growing financial advisory firms personalize timely messaging and content?
Publisher Notes For 9/20/23
Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!
MARTECH MINUTES: 7 Tips for Selecting Finance MarTech
MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions. But how do you select the right marketing technology for your organization?
STANDARD DEVIATIONS PODCAST: Kathi Balasek – Becoming Grief Literate
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kathi Balasek.
Kathi Balasek is an educator, grief literacy & empathy...
Top 5 VC Deals of the Week in Fintech (9/18/23)
Does valuation = profitability?
This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...
The Week in Digital Wealth (9/18/23)
The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?).
State Street has a new liquidity offering.
Deloitte's "romance" with the...
REAL CLEAR CRYPTO: The Anatomy of a Common Crypto Scam – Unveiling the Tactics...
The crypto landscape is a double-edged sword. On one side, it offers incredible opportunities for investment & financial growth. On the other, it's fertile ground for scams that exploit the uninformed & hopeful.
Bearish is the New Bullish. WTF!
To be perfectly blunt, WTF is going on?
Let's pretend you are spending time at the international space station looking down at earth from 250...